I have linked incoming data coming from a sheet in the source Workiva Excel sheet into another Workiva excel sheet. In the receiving Workiva sheet which also includes tables I want to include the mapping in the first column in those tables and se...
We have a user who'd name has changed and it's not obvious how to change their name in Workiva. We've tried deleting them from the system (okay for now but won't be later), but that doesn't seem to work either. A very common use case is marriage...
Are you receiving numerous XBRL errors after you roll forward your annual FERC form? Are you noticing that your FERC Viewer is failing? We are here to provide you with some tips and reminders to help ensure you have a smooth start to your proces...
Is there a way to export the process letters from the system en masse once the process has been 100% completed?
Hi! Is there an update on the below? Wondering if Single Cell formatting is still in implementation for Workiva Sync and when the plan for implementation is. https://support.workiva.com/hc/en-us/community/posts/15172118704660-NEW-Workiva-Sync-is-...
Hi there, I want to set up a new document which links to another document regarding all text and columns. . Would it be possible to do this at once? I now have to copy every separate part of text, make a source link and copy this in the new file. ...
We'd like to extract the user list with group membership using the API. We're successful in pulling users, but don't see anything for groups. This works fine, but only gives the basic user details. user_url = 'https://api.app.wdesk.com/platform/...
We have been using tasks on my team to prompt managers to review and approve certain Regulatory reports. During internal audit or SOX reviews of our processes, I realize that when I tell the auditors that the approvals are in Wdesk they can not s...
If you’re new to using the Workiva Data Management Suite, you may be asking yourself - “what’s the best way to structure large data sets in a Wdata table?” If you’re asking yourself this, then you are in the right place! Before you create your W...
Can a user with the "Limited Starter" role access Workiva Tasks in order to participate in Sustainability data collection? For example, can a user with this role be assigned as an Sustainability metric value assignee or approver? Will they be able...
When viewing the X-axis and Y-Axis there is valuable information I would like to freeze in both rows and columns. Could we add the ability to freeze both and not one or the other?
Hello all and thanks for clicking on. I have a workiva solution set in the USA, do users from EMEA need their own workspace or are they able to access it without restriction. Thanks for your time and please let me know if I need to clarify anything
While the Document Links Report (DLR) and Linked Files Report are a great way to quickly identify files that are relied upon, our team would greatly appreciate a more efficient way to review individual links. For example, while the DLR "Location" ...
Legend is toggled on for chart data, but will not appear on graph. Is there something I am missing that would cause a legend to not show up?
We are creating a large document copying in data from a variety of other sources. The copied data loses formatting and all the lines of text are forcibly shortened before they wrap by paragraph breaks (see formatting view snippet). How do you make...
If a signee needs to send back a certification to the first signee or creator, do they select Modify then reset and provide a response?
I would like the ability to print all Section 16 forms filed for a reporting owner for a specified frame. One potential approach would be to enable a "Print Selected Forms" button on the "Archived Forms" screen (illustration below). Having the o...
📆 Date: Thursday, January 18th⏰ Time: 11:00 am - 12:00 pm CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Thursday, January 18th at 11am CST as we discuss the Rolling Forward F...
Can I create an active link to another external document (say in SharePoint) in an ESG Task? Attachments are great, but sometimes it's easier (or even feasible) to just point to known external documents. We have a lot of content both in SharePoi...
Classic certifications included the capability to download exception responses to a csv format and also generate a pdf report. New certifications only allows filtering of exception responses on screen - ability to export is grayed out. This feat...
Given a specific Metric ID (say M477), is there a way to navigate to it quickly in Workiva?
Earlier this year, we hosted quick, 30-minute sessions to give an introduction on how to use products on the Workiva platform. These are now available to watch on-demand in the Learning Hub. These recordings can be accessed with the links below...
Hello: I've tried creating a chain that automatically launches a query without parameters and exports the result to a specific section of a spreadsheet. The chain contains a "Run query" and "Export Query result" nodes but gives an error when tryin...
I'm trying to solve for a scenario where we want to leave a document containing (destination) links exactly as it was at the time it was finished and published (off-platform), to ensure traceability, allow for re-use, and to avoid confusion. E.g.,...
We're excited to announce that the Investment Reporting course is now live on the Learning Hub! This one-hour course teaches the fundamentals of the Workiva Investment Reporting Solution, covering a range of essential topics such as common conten...
Hello, I am looking for a quicker way to see the specific dates that each person signs off on a certification. In the Process Status section of the Certifications Process dashboard, I don't see an option to add a column for the dates approved so ...
Workiva's ESEF Validation Engine has been updated and confirmed to be working in accordance with ESMA's 2023 version of the Conformance Suite (which was released on December 7th 2023). The validation engine update ensures that the technical compon...
Hello Office Hours followers! Sadly, we will be removing this topic from the Workiva Community on January 12th. All the prior recordings have already been moved the content to Trainings & Webinars, which you can consider following. Any future offe...
I just had a couple of questions on the style guides and set up of the Automated Table of Contents. Mainly the first question could be an issue for us, but the others we can work around or reformat.1) In our Proxy, we have an Appendix section star...
As highlighted in an earlier post, CDP — formerly Carbon Disclosure Project — is making significant changes for its 2024 submissions, including: A single, integrated corporate questionnaire to determine multiple scores, instead of separate questi...
Amplify is a great experience from top to bottom, but one of the best parts about this annual event is the ability to connect with your peers and the Workiva staff. It's always bittersweet when the conference ends, but the connections you make her...
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
Have a suggestion to share but not sure if it pertains to Reporting, GRC, Filing or other? Look no further! Below is a breakdown of the existing feedback topics and what product/feature area belong in each. API & Developer Feedback Ideas and sugge...
Did you know that over 1000 ideas have been shared in the Workiva Community? The odds are high that the idea you seek has been requested before. Here’s some tips to help you find what you are looking for so you can weigh in too! First, search for ...
Back again by popular demand, check out the 2026 SEC Filing Deadline calendar below. This calendar includes SEC holidays when the EDGAR® system will not receive, process, or accept submissions. As a reminder, filers will need to comply with ASU 20...